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Tax Planning

Tax impacts every aspect of your financial life. Our team can work directly with your Accountant to review your recent tax returns and identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.

Benefits you gain from our tax planning service include:

  • Evaluating business structure to optimize the benefits of the Internal Revenue code
  • Focusing on opportunities unique to your individual business or industry
  • Understanding the tax consequences related to your individual investments
  • Maximizing your retirement plan savings under current tax law

*Horvath Planning and Wealth Management, LLC and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.